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iShares Russell 2000 Value Index shares owned by Westshore Wealth

Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by Westshore Wealth from 13F filings

Historical chart of Westshore Wealth investment in iShares Russell 2000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Value Index held by Westshore Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Value Index by Westshore Wealth

Quarter filed Position value Share count Share price at filing
2024-12-31 $202k 1.2k 164.17
2024-09-30 $228k 1.4k 166.82
2024-06-30 $208k 1.4k 152.30
2024-03-31 $217k 1.4k 158.81
2023-12-31 $212k 1.4k 155.33

More positions owned by Westshore Wealth

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Russell 2000 Etf (IWM)
Amneal Pharmaceuticals Com Stk Cl A (AMRX)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Ishares Tr Us Treas Bd Etf (GOVT)
NVIDIA Corporation (NVDA)
United Parcel Service CL B (UPS)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus Mid Cap Etf (IWR)
Aim Etf Products Trust Allianzim Us Lrg (SEPW)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Westshore Wealth

Top funds holding iShares Russell 2000 Value Index

Tiaa Trust, National Association
Envestnet Asset Management
D.A. Davidson & Co.
Pnc Financial Services
Vaughan Nelson Investment Management
M^T Bank Corporation
LPL Financial
Wells Fargo & Company
Commonwealth Equity Services
UBS Group
Goldman Sachs Group
Betterment
Charles Schwab Investment Management
Bnp Paribas Arbitrage, Snc
Cassaday & Co Wealth Management

View all funds holding iShares Russell 2000 Value Index